Latest Institutional Transactions on Fidelity Covington Tr Msci Ind (FIDU)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ind (FIDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
806+ 2.73% |
$56.7K - $62.4K
|
30.4K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.66K+ 9.83% |
$398K - $438K
|
63.2K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
3.98K+ 25.79% |
$280K - $308K
|
19.4K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 4.4% |
$83.5K - $91.9K
|
28.2K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12KNew |
$842K - $927K
|
12K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$844 - $929
|
12
$900
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
9.85K+ 70.99% |
$693K - $763K
|
23.7K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.06% |
$141 - $155
|
3.08K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-27- 0.53% |
$1.9K - $2.09K
|
5.04K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
892+ 4.97% |
$62.7K - $69K
|
18.8K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.57K+ 17.59% |
$251K - $276K
|
23.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.7K- 7.23% |
$331K - $364K
|
60.3K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-205- 1.37% |
$14.4K - $15.9K
|
14.8K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$337K - $371K
|
4.79K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-187- 5.32% |
$13.1K - $14.5K
|
3.33K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.28% |
$1.34K - $1.47K
|
6.91K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
46.3KNew |
$3.26M - $3.58M
|
46.3K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-34- 1.18% |
$2.39K - $2.63K
|
2.84K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.83K+ 63.82% |
$129K - $142K
|
4.7K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19K+ 16.64% |
$83.7K - $92.1K
|
8.34K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.4K- 4.4% |
$98.1K - $108K
|
30.3K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.31K+ 285.22% |
$444K - $488K
|
8.52K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
434New |
$30.5K - $33.6K
|
434
$32.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100+ 24.33% |
$7.03K - $7.74K
|
511
$38.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.95K+ 56.11% |
$489K - $538K
|
19.3K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-78- 1.77% |
$5.48K - $6.04K
|
4.33K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.02KNew |
$493K - $543K
|
7.02K
$527K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-774- 3.15% |
$54.4K - $59.9K
|
23.8K
$1.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.71KNew |
$261K - $287K
|
3.71K
$278K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.62K- 67.29% |
$427K - $478K
|
3.22K
$241K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
153KNew |
$9.84M - $11M
|
153K
$11.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
542+ 3.74% |
$35K - $39.1K
|
15K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
652+ 6.24% |
$42.1K - $47.1K
|
11.1K
$833K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
441+ 12.49% |
$28.5K - $31.8K
|
3.97K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.08KNew |
$199K - $222K
|
3.08K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.04% |
$2.39K - $2.67K
|
88.4K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.15KNew |
$203K - $227K
|
3.15K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.77K- 0.25% |
$243K - $272K
|
1.49M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-467- 3.28% |
$30.1K - $33.7K
|
13.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.62% |
$157K - $176K
|
22.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.92KNew |
$189K - $211K
|
2.92K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
681+ 26.33% |
$43.9K - $49.1K
|
3.27K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.21K- 6.28% |
$336K - $376K
|
77.7K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.15K+ 7.49% |
$397K - $444K
|
88.3K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 6.51% |
$895K - $1M
|
227K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.8K- 19.42% |
$1.53M - $1.71M
|
98.6K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 0.32% |
$16.4K - $18.3K
|
79.8K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$1.46M - $1.63M
|
22.6K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-593- 0.82% |
$38.3K - $42.8K
|
72K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6KNew |
$1.85M - $2.07M
|
28.6K
$2.15M
|
|